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Whipplewood Advisors’s Williams-Sonoma WSM Stock Holding History

Whipplewood Advisors’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$330K Buy
2,020
+8
+0.4% +$1.31K 0.18% 119
2025
Q1 		$317K Buy
2,012
+5
+0.2% +$789 0.19% 114
2024
Q4 		$372K Buy
+2,007
New +$372K 0.21% 101